Gehrig Capital Management, Inc.

Gehrig Capital Management, Inc. is an SEC-registered investment adviser established in 2008, located in Indiana. The firm offers investment supervisory services and individual portfolio management on a discretionary basis. They tailor investment strategies based on client goals, risk tolerance, and liquidity needs. The firm manages $177,380,330.00 of client assets as of 12/31/2024. Fees are charged as a percentage of assets under management, starting at 1.00%. Clients can impose restrictions on investments, and the firm does not charge performance-based fees. Gehrig Capital Management, Inc. serves individuals, high net worth individuals, and trusts. Their investment analysis methods include charting, fundamental analysis, and mutual fund/ETF analysis. Investment strategies include long-term and short-term purchases. The firm does not engage in principal transactions and has a Code of Ethics in place. Clients have discretion over their accounts, and the firm does not vote on proxies. Gehrig Capital Management, Inc. does not have financial conditions that would impair meeting obligations and has not been subject to bankruptcy in the past ten years.